TIAA-CREF Lifecycle Index 2020 Fund (TLWIX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with TLWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to TLWIX
TLWIX charges 0.10% annually. There are 109 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | TLWIX vs PLWIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | TLWIX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | TLWIX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | TLWIX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | TLWIX vs LTIUX |
Best Risk-Adjusted Alternatives to TLWIX
TLWIX has a PortfoliosLab risk / return rank of 68. There are 116 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | TLWIX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | TLWIX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | TLWIX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | TLWIX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | TLWIX vs TDIFX |
Top Performing TLWIX Alternatives (YTD)
TLWIX is at 5.31% YTD. There are 491 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | TLWIX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | TLWIX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | TLWIX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | TLWIX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | TLWIX vs FCTKX |
Lowest Volatility Alternatives to TLWIX
TLWIX has 6.84% 1-year volatility. There are 147 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | TLWIX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | TLWIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | TLWIX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | TLWIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | TLWIX vs FIKFX |
Lowest Drawdown Alternatives to TLWIX
TLWIX has a 1-year max drawdown of -5.15%. There are 144 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | TLWIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | TLWIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | TLWIX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | TLWIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | TLWIX vs FRIMX |
Other Mutual Funds from TIAA Investments
The 10 most viewed TIAA Investments mutual funds shown here include TISPX, TCIEX, TISCX and span 7 categories.
Often Compared With TLWIX
Investors most often compare TLWIX with TLQIX, FFFDX, FASMX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare TLWIX with Any Fund or Stock
Compare TLWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair TLWIX with funds that move differently
TIAA-CREF Lifecycle Index 2020 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to TLWIX.
Explore TLWIX Diversifiers